Pension & Retirement Planning in Switzerland
Most people don't have a pension strategy. Just products.
Banks and insurance companies sell solutions. We help you figure out what actually makes sense before you sign anything.
- 2nd pillar (pension fund)
- 3rd pillar (3a & 3b)
- Retirement planning strategy
Why this matters
Wrong products
Many people end up in the wrong 3rd pillar product. Over 20 or 30 years, that mistake costs thousands.
Gaps discovered too late
Pension gaps are often only noticed at 50 or 55, when there's little room to fix them.
Commission-driven advice
Most pension advisors earn commissions on what they sell. Their recommendations reflect that.
Our packages
Pension Check
CHF 550.-
- Analysis of your current pension setup
- Strategy for 2nd and 3rd pillar
- Tax optimization opportunities
- Written report with recommendations
Full Financial Setup
CHF 800.-
- Everything in the Pension Check
- Full insurance review
- Retirement planning strategy
- Complete overview of your financial situation
Why work with us
Clarity for your pension decisions, today and long term.
Understand your 2nd pillar options
We break down your pension fund and what it actually means for you.
Optimize your 3rd pillar strategy
Make sure your savings and tax benefits are used effectively.
Avoid costly long-term mistakes
Wrong decisions today can impact your retirement significantly.
Make decisions with confidence
You understand your options and choose what fits you.
A pension review takes two hours. A wrong decision costs 30 years.
Get it checked before you commit to anything.